About this role:
Wells Fargo is seeking a RIA Business Execution Consultant to support strategic initiatives within the Registered Investment Advisor (RIA) segment. This role partners with senior leadership to define, build, and execute large-scale, cross-functional business initiatives, including practice transformation, business management frameworks, and enterprise change efforts.
The ideal candidate thrives in ambiguity, can build structure from the ground up, and brings strong expertise in change management, business operations, and practice evolution, ensuring sustainable adoption of new processes, tools, and capabilities.
In this role, you will:
Serve as a strategic Business Execution advisor to senior leadership, driving performance, business initiatives, and transformation priorities across the RIA business
Lead practice change and business transformation efforts, helping advisor-facing teams evolve operating models, workflows, and client engagement approaches
Design and implement business management frameworks, including performance tracking, operational governance, and KPI monitoring
Drive change management strategies, ensuring successful adoption of new processes, tools, and technologies through stakeholder engagement, communication, and training
Build and scale new programs and processes from ambiguity, translating evolving business needs into structured execution roadmaps
Translate complex business and technical requirements into actionable plans, partnering closely with technology teams to design and deliver scalable solutions
Lead cross-functional execution across business, technology, operations, and external partners, ensuring alignment with enterprise strategy
Facilitate leadership forums, governance routines, and steering committees to drive decision-making, prioritization, and accountability
Develop executive communications, reporting, and insights, using data and analytics to measure performance and inform strategy
Act as a liaison between business and technical teams, ensuring clarity, alignment, and successful delivery outcomes
Provide direction and influence to cross-functional teams, driving execution through collaboration in a matrixed environment
Required Qualifications:
- 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience supporting RIA, Wealth Management, or Financial Advisor practice environments
Demonstrated expertise in change management methodologies and driving enterprise or business-line transformation initiatives
Experience with practice management and advisor business models, including operational efficiency and client service enhancements
Proven ability to build business processes, frameworks, or programs from the ground up in ambiguous environments
Strong business management experience, including planning, performance measurement, and operational governance
Advanced analytical and problem-solving skills, with the ability to generate data-driven insights and recommendations
Strong executive communication skills, including development of presentations for senior leadership audiences
Ability to translate complex business and technical needs into clear, actionable requirements
Experience partnering with technology teams, vendors, and third-party providers
Hands-on experience with Salesforce or similar CRM platforms, including implementation, optimization, or build-out efforts
Proven ability to influence stakeholders and drive alignment across multiple levels of the organization
Job Expectations:
- Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future
- Up to 15% travel
Locations:
St. Louis, MO
Dallas, TX
Posting End Date:
26 May 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
